Brief: Hub Group Q2 EPS USD 0.42

Hub

31/07/2025 21:06

Overview

Hub Group Q2 revenue of $905.6 mln missed analyst expectations, per LSEG data

Adjusted EPS for Q2 fell to $0.45, down from $0.47 last year

Adjusted EBITDA for Q2 beat analyst estimates

Outlook

Hub Group expects 2025 EPS between $1.80 and $2.05

Company projects 2025 revenue of $3.6 bln to $3.8 bln

Hub Group anticipates 2025 capital expenditures of $40 mln to $50 mln

Proposed Union Pacific and Norfolk Southern combination a catalyst for growth

Result Drivers

INTERMODAL VOLUME - Intermodal volume grew by 2%, offsetting lower revenue per unit  in intermodal and brokerage, decreased fuel revenue

COST-SAVING INITIATIVES - Progress in cost-saving initiatives helped improve margins and free cash flow

SUB-SEASONAL DEMAND - Sub-seasonal demand impacted revenue across segments

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Miss
$905.65 mln
$913.60 mln (11 Analysts)
Q2 EPS
$0.42
Q2 Net Income
$25.03 mln
Q2 Adjusted EBITDA
Beat
$85 mln
$75.70 mln (10 Analysts)
Q2 Capex
$11 mln
Q2 Operating Income
$34.35 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 11 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the ground freight & logistics peer group is "buy"

Wall Street's median 12-month price target for Hub Group Inc is $40.00, about 13% above its July 30 closing price of $34.81

The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 16 three months ago

Press Release: ID:nGNX7vpSJf

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)